Finward Bancorp’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Finward Bancorp’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$539K	Sell	10,051 -770	-7%	-$40K	0.41%	58
2026 Q1	$534K	Sell	10,821 -60	-0.6%	-$3.13K	0.43%	58
2025 Q4	$596K	Buy	10,881 +465	+4%	+$24.8K	0.46%	52
2025 Q3	$561K	Sell	10,416 -1,704	-14%	-$90.3K	0.43%	55
2025 Q2	$635K	Sell	12,120 -1,200	-9%	-$59.4K	0.5%	50
2025 Q1	$663K	Sell	13,320 -96	-0.7%	-$4.82K	0.58%	49
2024 Q4	$648K	Buy	+13,416	New	+$649K	0.56%	46

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Finward Bancorp's XLF Position: Q2 2026 in Review

Finward Bancorp reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 7.1% in Q2 2026, selling an estimated $40K and leaving 10,051 shares worth $539K. The position accounts for 0.41% of the portfolio, ranked #58.

Finward Bancorp first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $663K in Q1 2025. 453 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Finward Bancorp held 10,051 shares of State Street Financial Select Sector SPDR ETF worth $539K as of Q2 2026.
Finward Bancorp sold 770 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $40K.
State Street Financial Select Sector SPDR ETF made up 0.41% of Finward Bancorp's portfolio in Q2 2026, its #58 holding.
Finward Bancorp first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Finward Bancorp's State Street Financial Select Sector SPDR ETF position peaked at $663K in Q1 2025.
453 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Finward Bancorp's 13F filing for Q2 2026, filed 16 Jul 2026.